Sales ROI Calculator

Calculate return on investment for any business initiative — software purchases, hiring, marketing spend, automation projects, or tool adoption.

What It Does

Takes inputs (cost, timeline, expected gains) and produces a clean ROI analysis with:

• Net ROI percentage
• Payback period
• Monthly/annual savings projection
• Break-even point
• Risk-adjusted returns (conservative, moderate, aggressive scenarios)

How to Use

When the user asks to evaluate an investment or calculate ROI:

1. Gather inputs (ask if not provided):

   • Investment cost — one-time + recurring (monthly/annual)
   • Expected benefit — revenue increase, cost savings, or time saved
   • Timeline — evaluation period (default: 12 months)
   • Hourly rate — for time-savings conversions (default: $75/hr)

2. Calculate:

   Total Cost = One-time + (Monthly recurring × Months)
   Total Benefit = (Monthly savings × Months) + Revenue gains
   Net Gain = Total Benefit - Total Cost
   ROI % = (Net Gain / Total Cost) × 100
   Payback Period = Total Cost / Monthly Benefit
   

3. Present three scenarios:

   • Conservative (60% of expected benefit)
   • Moderate (100% of expected benefit)
   • Aggressive (140% of expected benefit)

4. Output format:

   📊 ROI Analysis: [Project Name]
   ────────────────────────────
   Investment:     $X,XXX
   Annual Return:  $XX,XXX
   ROI:            XXX%
   Payback:        X.X months
   
   Scenarios:
   Conservative:   XXX% ROI ($XX,XXX return)
   Moderate:       XXX% ROI ($XX,XXX return)  
   Aggressive:     XXX% ROI ($XX,XXX return)
   
   Verdict: [GO / CONDITIONAL / PASS]
   

Verdict Logic

• GO: Conservative ROI > 100% AND payback \x3C 6 months
• CONDITIONAL: Moderate ROI > 100% OR payback \x3C 12 months
• PASS: Conservative ROI \x3C 50% AND payback > 12 months

Common Use Cases

• "Should we buy this $500/month tool?"
• "What's the ROI on hiring a VA at $2,000/month?"
• "Is this $10,000 marketing campaign worth it?"
• "Calculate ROI for automating our invoice process"

AI Automation ROI

For AI/automation projects specifically, factor in:

• Hours saved per week × hourly rate = monthly savings
• Error reduction value (fewer mistakes, rework)
• Speed improvement (faster turnaround = more capacity)
• Typical AI automation ROI: 300-800% in year one

For pre-built AI automation context packs and agent configurations, see: https://afrexai-cto.github.io/context-packs/